CMG CAPITAL MANAGEMENT GROUP, INC.

RIASEC RegisteredEst. 1993

Total AUM

$257M

Discretionary

$211M

82% of AUM

Avg account

$270K

Accounts

951

Employees

Advisory reps

Firm details

Headquarters: MALVERN, Pennsylvania
CRD number: 110750
Registered since: March 4, 1993
Website: www.cmgwealth.com
Custodians: AXOS ADVISOR SERVICES, U.S. BANK, N.A.
Fee structure: Percentage of AUM, Subscription Fees
Client types: HNWI61.3%
Individuals30.65%
Pooled Investment Vehicles8.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

CMG Capital Management Group, Inc. is an independent, individually owned registered investment adviser operating as a corporation and registered with the SEC since 1993. The firm functions as a capital allocator and serves both individual/family clients and institutional accounts. Its fee arrangements include percentage-of-AUM billing and subscription-based fees. The firm’s advisory services span financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutions, plus selection of outside advisers and the publication of investment periodicals or newsletters. CMG does not present itself as an active ESG investor and is not registered as a multi-state adviser.